Best PCapstone Planning Podcasts (2026)

1
Social Security, Annuities & Your Family 28:26

Play Pause

1+ y ago28:26

28:26

Keith Wilfong of Capstone Planning is back talking about the family-oriented approach of Capstone Planning and the different areas of expertise within the company. Keith talks about the future solvency of Social Security and the potential levers that can be pulled to extend its solvency. The importance of proper retirement planning and the optimal …

1
Your Plan Should Cover It All In Retirement 28:27

1+ y ago28:27

28:27

Keith Wiltfong of Capstone Planning discusses the importance of a 360 retirement plan that covers all aspects of a person's financial life. He emphasizes the need for comprehensive financial planning that includes taxes, investments, insurance, and estate planning. Wilkwong also highlights the significance of risk management and diversification in …

1
RMD's, Diversification and Family 28:26

1+ y ago28:26

28:26

Keith Wiltfong of Capstone Planning discusses the importance of treating clients like family and providing ongoing support and expertise. Keith also highlights the significance of required minimum distributions (RMDs) and the importance of diversifying income sources in retirement. The conversation concludes with a discussion on the personal motiva…

1
360 Retirement Planning and Tax Planning vs. Tax Preparation 28:31

1+ y ago28:31

28:31

n this episode of the Make Life Happen podcast, host Paul Gebhardt talks with Keith Wiltfong of Capstone Planning about topics such as the expansion of Capstone Planning's new office, the holistic approach of 360 retirement planning, the importance of stress testing retirement plans, the value of working with a fiduciary, and the benefits of tax pl…

1
Diversification, IRA's and Timing Your Social Security 28:30

1+ y ago28:30

28:30

Keith Wiltfong of Capstone Planning shares stories of the impact of investment decisions on people's lives, highlighting the importance of diversification and avoiding concentrated positions. He also addresses viewer questions about exchange-traded funds, rolling over a Simple IRA to a Roth IRA, and the timing of retirement in relation to Social Se…

1
Why Stress Testing Your Retirement Plan Is Important 28:35

1+ y ago28:35

28:35

In this episode, Keith Wiltfong talks about the importance of family in their financial planning business and the impact they can make in people's lives. He emphasizes the need for stress testing financial plans to prepare for unexpected events such as the loss of a spouse or a market downturn. He also encourages small business owners to have a com…

1
Your Social Security, Taxes & Long Term Care 28:37

1+ y ago28:37

28:37

Keith Wilfong discusses the importance of fiduciary standards in financial advising and the difference between suitability and fiduciary standards. He also emphasizes the need for individuals to ask their current advisors about their fiduciary level of care. Keith offers a complimentary stress test of financial plans to ensure preparedness for vari…

1
The Importance Of A Fiduciary In Your Retirement Planning 28:35

1+ y ago28:35

28:35

Keith Wolffong of Capstone Planning shares the story of how his family's financial planning practice started and discusses the importance of being a fiduciary. He emphasizes the need for a comprehensive financial plan that takes into account individual goals and removes financial guardrails. Keith also talks about the best time to retire and the im…

1
Meet Capstone Planning - Investments, Retirement Planning and More 23:50

1+ y ago23:50

23:50

In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and connecting the dots to achieve those objectives. He also addresses common questions about Social Security, i…